Business Breakdowns

A podcast by Colossus | Investing & Business Podcasts - Wednesdays

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167 Episodes

  1. AMETEK: Industrial Excellence - [Business Breakdowns, EP.161]

    Published: 5/1/2024
  2. Gartner: Compound Insights - [Business Breakdowns, EP.160]

    Published: 4/24/2024
  3. Winmark: Resale at Scale - [Business Breakdowns, EP.159]

    Published: 4/17/2024
  4. Embraer: Defying Gravity - [Business Breakdowns, EP.158]

    Published: 4/10/2024
  5. Boeing (REPLAY): Turbulent Times - [Business Breakdowns]

    Published: 4/8/2024
  6. Duolingo: Free Speech - [Business Breakdowns, EP.157]

    Published: 4/3/2024
  7. Mitsubishi Corporation: A Japanese Trading Company - [Business Breakdowns, EP.156]

    Published: 3/27/2024
  8. Intuitive Surgical: Robotic Precision - [Business Breakdowns, EP.155]

    Published: 3/20/2024
  9. D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]

    Published: 3/13/2024
  10. FTX: Inside the Restructuring - [Business Breakdowns, EP.153]

    Published: 3/11/2024
  11. CNX Resources: Hit the Gas - [Business Breakdowns, EP.152]

    Published: 3/6/2024
  12. Vulcan Materials: Rock On - [Business Breakdowns, EP.151]  

    Published: 2/28/2024
  13. HEICO: Parts for Planes - [Business Breakdowns, EP.150]

    Published: 2/21/2024
  14. Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]

    Published: 2/14/2024
  15. Arthur J. Gallagher: Insurance Broking - [Business Breakdowns, EP.148]

    Published: 2/7/2024
  16. Samsung: Semiconductors over Smartphones - [Business Breakdowns, EP.147]

    Published: 1/31/2024
  17. Patek Philippe: Watch Perfection - [Business Breakdowns, EP.146]

    Published: 1/24/2024
  18. Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode]

    Published: 1/22/2024
  19. Visma: Mission Critical European Software - [Business Breakdowns, EP.145]

    Published: 1/17/2024
  20. Trane Technologies: Hot and Cold - [Business Breakdowns, EP.144]

    Published: 1/10/2024

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Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.